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NasdaqGM - Delayed Quote USD

Goldman Sachs Small/Mid Cap Growth R (GTMRX)

16.01
+0.11
+(0.69%)
At close: April 17 at 8:01:05 PM EDT
Loading Chart for GTMRX
  • Previous Close 15.90
  • YTD Return -14.08%
  • Expense Ratio 1.49%
  • Category Mid-Cap Growth
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.44B
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 69.00%
  • Last Dividend --
  • Inception Date Apr 17, 2018

The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in a diversified portfolio of equity investments in small and mid-cap issuers. It may invest up to 25% of its Net Assets in foreign securities, including securities of issuers in countries with emerging markets or economies and securities quoted in foreign currencies. The fund may invest up to 20% of its net assets in fixed income securities, such as government, corporate and bank debt obligations.

Goldman Sachs

Fund Family

Mid-Cap Growth

Fund Category

1.44B

Net Assets

2018-04-17

Inception Date

Performance Overview: GTMRX

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Trailing returns as of 4/17/2025. Category is Mid-Cap Growth.

YTD Return

GTMRX
14.08%
Category
10.80%
 

1-Year Return

GTMRX
15.44%
Category
48.17%
 

3-Year Return

GTMRX
2.44%
Category
21.26%
 

5-Year Return

GTMRX
9.07%
Category
20.18%
 

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Holdings: GTMRX

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Sector Weightings

SectorGTMRX
Technology   24.76%
Industrials   24.27%
Healthcare   20.86%
Energy   0.32%
Real Estate   0.00%
Utilities   0.00%

Recent News: GTMRX

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Research Reports: GTMRX

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